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yomama
Solar Investor-
Content count
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Joined
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About yomama
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Rank
新手上路
- Birthday 10/25/1956
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No. Those should come out after their customers get the chance to buy what they want....
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J.P. Morgan upgrade to overweight from neutral... got it on fly-on-the-wall
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Another factor working the other way is JKS shipped just over 10% of its total expected vol. in US in Q1. Those carry high margins (25%). The split will be 35% first half then 65% second half on 1GW total. The concern seems to be them not raising annual guidance & China demand for Q3. They stated on CC that they might raise guidance but not until Q2 is announced. This however does not justify the low current stock price. Should easily be north of $30.....
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Yes indeed. Great margins & no cutback on project development side. If we ever get any good news out of China on FIT payments then this stock will rocket....
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I suspect we are going to see a very good quarterly number out of JKS on Friday. Unlike CS; they have low balled an estimate at .79 with consensus at .86 by using a GM of 18.4%. Based on CC from Q4 GM could come in at 20% which puts us in the dollar+ area for EPS. The thing I like to see are large short term call option purchases in front of earnings and have now seen this for the last three days with JKS. In the distant past, TSL was the one to play when you saw similar activity. I have not been following that one since buyout announced. Only juicy pure plays now are JKS, CSIQ, and FSLR......GLTA
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That is a little odd. Good day to celebrate? Who knows.....
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Decent call buying in June $22 & $23 strikes. JKS in sweet spot right now on US panel business.... Blowout quarter coming?
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DJ wire reported SUNE in discussion with creditor groups for bankruptcy filing, it hit 18 minutes ago..
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I too don't think this will prove to anything devastating. This is a dividend company with a sound business model. Quality solar and wind projects are not going away. They need homes. This is all about reputation. They have to let the auditors do their work.
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Good thoughts. I have been reluctant to move into TERP & GLBL but made that move recently due to much of the analysis that has been put forth on this board. These are both six figure positions now. I still hold out hope for JKS with the main catalyst being China coming through on FIT payments which makes their extensive China assets legit. If those are legit then the realization of earnings being projected will make it at least a double or triple in the later part of this year.
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In the CSIQ CC this morning cell price increases were more of an issue for costs than wafer prices. JASO would be a winner if that proves to be the case. The buyout now seems unlikely since so much time has elapsed without a follow-up update. IMO this would be a good thing for investors. JASO is the most conservative play in this volatile space!!
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I don't see him walking away at this point. If he did then the price most likely go up due to last quarters beat and projected strong 2H 2015. I am guessing the committee will come up with a higher fair price of at least $11. All these primary solar stocks are so undervalued by the market right now. This committee has a fiduciary responsibility to establish value on factors other that what the market is currently pricing it at. Most likely Jin has had the company in the market buying stock which will allow him to justify paying a higher price.
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I don't know anything more than anyone else. Its been over two months for the evaluation board to make a recommendation to the JASO board. That is plenty of time. You have some pretty decent size options bet that expire on 9/18 then it drys up after than until January. Recent trading also indicates something may be happening soon. So my guess based on all that would be sometime between now and 9/18. GLTA
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You are welcome. I really enjoy your posts. We should be getting some news "very" soon from JASO..
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I really respect EXPLO comments and interest in JASO. The way I am playing it is with Jan. 2016 call with a $5 strike. I have been adding to that position when JASO goes to lower levels. If you were to buy those options today you still make 20% on your money. The downside is what? If they do not accept the offer then does the stock go down or up? If you have to buy it at $5 then just wait it out. Everyone is making bets on this board. But in my books EXPLO is on target with this one. JASO is a really good company that is so under appreciated. Their CEO is smart. IMO the buyout offer will be increased to around $11 then go through. A great deal from current levels for all parties concerned. Of course greater long term appreciation is with JKS, CSIQ & TSL but for some more certain cash in the near future then my bet is with JASO options placed deep in the money.